Investment Analyst

The Investment Analyst supports the CIO and wider Investment Team, providing analytical, operational and reporting support across a broad range of investment activities. Working closely with finance, treasury, risk, legal and other business functions, the Investment Analyst plays a key role in ensuring accurate investment data, regulatory compliance and effective investment governance, while developing expertise in financial markets, insurance investing and investment systems.

Responsibilities

• Working in a 10 person investment team in a global insurance company
• Strong growth potential for the role over time as the team develops
• Working closely with the team as a generalist on various topics/projects
• Build reporting packs for the team and for various boards and committees
• Assisting in monthly PNL Analysis & financial budgeting
• Build strong working knowledge of custody portals and trade settlements
• Building and maintaining Investment dashboards in Aladdin, Clearwater, Bloomberg
• Ensuring systems accurately reflect investment data on compliance monitoring
• Maintaining a dashboard to monitor compliance with Collateral requirements
• Role is predominantly office based. Possibility for flexible working for up to two days a week following probation period

Investment Manager Relationships

• Assist the Team in managing relationships with external investment managers
• Assist with review & implementation of new managers, IMAs, fund documentation and KYC
• Assist with monitoring and reporting of manager performance. Prepare materials for Quarterly Reviews, board packs. Coordinate manager meetings and calls.

Interaction with other group functions

• Liaising with finance and treasury on all investment related matters
• Assist treasury with cash management/liquidity needs
• Assist other functions (eg risk, internal audit, legal) on investment related matters

Requirements

Experience

• Desire to pursue a career in Insurance Investing
• Minimum 2-years’ experience of working in a finance or investment function
• Strong analytical background
• Commercial knowledge of insurance investing
• Regulatory knowledge
• Advanced Excel, Insurance Accounting System (eg Clearwater), Bloomberg (desirable)
• Studying or intending to study towards an appropriate qualification (eg Chartered Financial Analyst)
• Be a strong user of MS Office, and have a keen interest in developing AI solutions

Knowledge

• Understanding of financial markets and investing
• Understanding of insurance regulatory environments
• Commercial acumen

Skills

• Investment Analysis
• Diligence and accuracy
• Interpersonal
• Decision making
• Information Technology

Benefits

We believe in taking care of our team and helping our employees thrive both professionally and personally.

Our benefits include:

• Private Medical and Dental cover – Comprehensive Private Medical and Dental Insurance schemes with Bupa
• Health and Wellness –including access to our Employee Assistance Programme, Headspace
• subscription, Mental Health First aiders at each site, up to five funded counselling sessions per year,
• annual health check-up and eye test voucher
• Wellbeing Allowance – Can be used towards either physical or mental health wellbeing activities
• 25 days’ holiday per year – plus bank holidays and office closure on Christmas Eve. Holiday
• entitlement increases with length of service
• Bonus scheme – dependent on achieving individual, department and company goals
• Pension – a non-contributory defined contribution pension scheme
• Life Assurance – provides a lump sum 10 x your salary
• Permanent Health Insurance Scheme – scheme pays benefits during a prolonged period of illness or disability lasting more than 26 weeks
• Parental Leave – Enhanced Maternity, Paternity and Shared Parental Leave policy
• Training and development – Company funding for professional qualifications that would be beneficial for your role
• Volunteering and charity – triple matching donations made independently or via our Give As You Earn scheme, Give A and two paid volunteering days per year to help give back to our local communities
• Cycle To Work Scheme – a tax efficient way to purchase a bicycle
• Interest Free Travel Loan – to assist with commuting costs
• Travel Insurance – business and personal travel
• Sports and Social – active sports and social committee that organizes subsidised events

We encourage applications from everyone regardless of disability.

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